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Frequently Asked

Questions (FAQs) on

Wealth management

What is Wealth Management?

When your wealth or investments are big or spread across too many products, it becomes difficult to manage. Moreover because the corpus is huge so you require the assistance of a subject matter expert. Your core job may be your service or business, managing investments is not your core competency at all. Wealth Management is that particular stream where your entire wealth is managed by qualified & experienced professionals, known as Wealth Management Advisors or Wealth Managers.

How is Wealth Management different from Portfolio Management (PMS)?

Wealth Management is a much larger frame than portfolio management (PMS). A PMS is more about investing your money in some stocks or mutual funds or bonds etc and managing that portfolio. The PMS normally starts with 25 lacs ticket size. Wealth Management is not about portfolio but is all about how you grow your wealth, wealth building plan, investments, asset-liability management and so many other things.

How do I find best Wealth Management Advisors near me?

While selecting a wealth manager, you must verify whether that wealth advisor and/or his firm are licensed by SEBI for wealth management or not. You should also look out for more & more information about the background of the advisors and ask for their past performance figures. Having a look at their overall wealth trends would also give you a good amount of signal about the wealth manager.

What are the best wealth management firms in India?

Though there are certain annual rankings & ratings declared on wealth management companies but it won’t be fair to judge someone best on any single criteria. Some of the most popular & well known wealth management firms in India are :